Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 12/2011 | 03/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2018 |
| Kestra Investment Services, Llc | Cincinnati | OH | 03/2018 | 11/2025 |
| Kestra Advisory Services, Llc | Cincinnati | OH | 03/2018 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2025 | Present |
1) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, START DATE 12/2025, ROLE Investment Advisor Representative, NATURE CIRA Affiliation, INV REL, HR/MO 160, HR/MO TRADING 140 2) THE ROSSELOT FINANCIAL GROUP, 7426 Jager Ct, Cincinnati OH 45230, START DATE 12/2025, ROLE W2 Employee, NATURE DBA Name, INV REL, HR/MO 160, HR/MO TRADING 140 3) THE ROSSELOT FINANCIAL GROUP - INSURANCE, 7426 Jager Ct, Cincinnati OH 45230, START DATE 12/2025, ROLE W2 Employee, NATURE DBA Name, INV REL, HR/MO 10, HR/MO TRADING 10 4) CRNA FINANCIAL, 7426 Jager Ct, Cincinnati OH 45230, START DATE 12/2025, ROLE Investment Advisor Representative, NATURE DBA Name, INV REL, HR/MO 0, HR/MO TRADING 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-03 |
Reach out to this advisor